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Email a Link button missing in Customer Service Hub

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  • 1.  Email a Link button missing in Customer Service Hub

    GOLD CONTRIBUTOR
    Posted Jul 06, 2020 04:20 PM
    I'd like to be able to email a link to a cases view. When I'm in the cases entity, I don't have the "email a link" button in the ribbon but the button is present on the ribbon for all other entities (e.g., accounts, contacts, etc). I am now questioning my sanity as to whether this button has ever been present in the case entity, but I swear it was... Can anyone provide some insight here?

    Cases:
    Cases View Ribbon


    Accounts:
    Email a link button


    #Admin
    #CustomerEngagement
    #CustomerService​​​​​​

    ------------------------------
    Rosemarie Cordell
    Business Analyst
    NEWBERG OR
    ------------------------------
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Email a Link button missing in Customer Service Hub
    Best Answer

    TOP CONTRIBUTOR
    Posted Jul 07, 2020 03:30 AM
    Hi @Rosemarie Cordell, the Email a Link button ​is technically no longer required as the URL itself holds this information.  If you select 2 case views and compare the URL's, the only thing that is different is the viewid.  These URL's act the same as when you generate a URL from the Email a Link button.

    https://orgurl.com/main.aspx?appid=XXXXXXXXXXXXXXXX&pagetype=entitylist&etn=incident&viewid=XXXXXXXXXXXXXXXXXXXXXXX&viewType=4230

    Any queries let me know.

    ------------------------------
    Mark Aston
    Engineer
    Ordnance Survey
    Southampton, UK
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Email a Link button missing in Customer Service Hub

    TOP CONTRIBUTOR
    Posted Jul 07, 2020 09:34 AM
    As Mark said, you can copy and paste the URL for that view into an email.

    I did check our system though and verified we do have the "Email a link" button, with a fly-out option "Of current view".  Has anyone made changes to your system using a tool such as RIbbon Workbench?  Also be sure to check the rest of the menu under the three dots (ellipses) at the end of the commands section.  Maybe it got pushed down the list.

    Screenshot showing the option to email a link to a view of Cases
    DirectLink4


    ------------------------------
    Ben Edgren
    Solutions Architect - Business Intelligence
    Hufcor, Inc
    Janesville WI
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Email a Link button missing in Customer Service Hub

    GOLD CONTRIBUTOR
    Posted Jul 07, 2020 10:59 AM
    Hi, @Ben Edgren! I did check the ellipses and no dice. There have been no changes to the ribbon using the Ribbon Workbench (or any other tool). It's very strange! Thank you for the suggestions, though. I appreciate the help!​

    ------------------------------
    Rosemarie Cordell
    Business Analyst
    NEWBERG OR
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: Email a Link button missing in Customer Service Hub

    GOLD CONTRIBUTOR
    Posted Jul 07, 2020 10:55 AM
    Oh, fancy! I do see that now. Thanks, @Mark Aston!​

    ------------------------------
    Rosemarie Cordell
    Business Analyst
    NEWBERG OR
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 6.  RE: Email a Link button missing in Customer Service Hub

    TOP CONTRIBUTOR
    Posted Jul 10, 2020 12:44 PM
    @Rosemarie Cordell that Email a Link button is too convenient to let go of!
    There's a good troubleshooting ribbon button guide here: Ribbon Troubleshooting Guide ​that uses in-app tool called the Command Checker to inspect the ribbon component definitions to help determine the issue.
    Also, I would go into Ribbon Workbench and look to confirm the button is there, and move it up to one of the first 10 buttons.
    I hope this helps!

    ------------------------------
    Allison Briden
    Business Systems Analyst
    Energy Trust of Oregon
    Portland OR
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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